High Net Worth Relationship Manager

lloyds banking group; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a High Net Worth Relationship Manager to manage a portfolio of high-net-worth clients in Jersey. The role requires strong relationship management skills and a dedication to providing exemplary service. Key responsibilities include identifying customer needs, enhancing client relationships, and collaborating with internal business partners. This position offers a competitive package and the opportunity for personal and professional development.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

28 days’ holiday plus bank holidays

Wellbeing initiatives

Generous parental leave policies

Qualifications

• Ability to quickly build relationships with clients.
• Strong customer service orientation and drive to expand portfolio.
• Collaboration skills with partners across departments.

Responsibilities

• Manage a portfolio of High-Net-Worth Clients with exemplary service.
• Identify opportunities to match products with customer needs.
• Enhance value through relationship depth and reduced attrition.

Skills

Customer Focus

Builds Networks

Customer Service Delivery

Communicates Effectively

Interpersonal Skills

Job description

Overview

End Date Sunday 12 October 2025

Salary Range £0 - £0

We support flexible working – information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Job Share

Job Details

Job Description

JOB TITLE: High Net Worth Relationship Manager

LOCATION: Jersey

SALARY: Competitive package available

HOURS: Full-Time

WORKING PATTERN: Daily office/branch attendance is expected

For this role, you need to have legal right to work and reside in the Jersey. Please note that this is different to the right to work in the UK.

Role Overview

As a High-Net-Worth Relationship Manager, you’ll develop our proposition to proactively support our valued Clients in the Crown Dependencies. Your role will involve:

• Actively growing and overseeing a portfolio of High-Net-Worth Clients, nurturing close working relationships, and delivering exemplary service that meets their complex banking and lending needs.
• Discovering opportunities to match customer needs against our products and supporting customers with our digital offering.
• Engaging with customers to ensure optimal satisfaction and provide superior customer service.
• Enhancing value and profitability through increased relationship depth and reduced customer attrition.
• Collaborating with business partners and risk to support day-to-day management.
• Challenging processes and finding new ways of working to create a more efficient, client-focused team.
• Developing personal capabilities through formal and informal training opportunities, while also coaching others as required.

About Us

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities, and grow with purpose.

What You'll Need

• Key skills required for this role are Customer Focus, Builds Networks, Customer Service Delivery, Communicates Effectively and Interpersonal Skills.
• Our brand is trusted across the Crown Dependencies and this new role, which offers an exceptional relationship management service will deepen that brand affinity. Therefore, you'll need to have the ability to quickly build relationships; to understand and meet your customer’s needs through our diverse range of services.
• A growth mindset with a drive to increase your customer portfolio.

• You'll need to be hard-working and self-motivated with the desire to deliver outstanding customer service.
• Collaboration with our partners across Commercial and International Private Bank is essential, meaning you must have strong relationship building skills and a desire to be part of the winning team. As we desire to expand our Brand externally, you must have the confidence to network externally.

About working for us!

You'll enjoy our dedication to your ongoing personal and professional development. We'll help you perform at your best today, so you can fulfil all your potential in the future.

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.